Join the Winning Team at Northwestern Mutual (NM) of Greater Fort Worth!
We are currently growing our 2 thriving offices, located: 1300 Summit Avenue in Fort Worth, TX and 733 U.S 287 Frontage Road in Mansfield, TX. Follow this link to get a glimpse of our local culture: Fort Worth Office.
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Client Advisor with the Greater Fort Worth team!
Why Current and Former Athletes Thrive in this Role:
- Teamwork and Collaboration: Our success depends on teamwork and collaboration.
- Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations.
- Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes.
- Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management.
- Competitive Spirit: The competitive nature of athletes fuels their desire to excel.
Key Responsibilities:
As an Investment Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications:
We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits:
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
This is a Hybrid position with flexible work from home options available.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
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